交易官網(wǎng)題inflection 最后一題Whose comments at the weekend strategy meeting are most likely accurate? Shui Mulaney Morrison
vested pension可以當(dāng)作已有資金遞減保額缺口嗎？
Chasing Alpha Research Case Scenario 第一題 The most appropriate performance allocation method to evaluate the effectiveness of the big data strategy is: returns-based. holdings-based. transactions-based.
官網(wǎng)題Chasing Alpha 第二題 的官網(wǎng)解析不太理解：A is correct. Given that the fund mandate requirement is for a short-term return in excess of the risk-free rate, the Sortino ratio is a more appropriate measure because it penalizes returns below a specific return—in this case, 1.5% above the risk-free rate.B is incorrect. The Treynor ratio penalizes returns below the risk-free rate. It will not measure the fund’s ability to meet the requirement of a short-term return in excess of the risk-free rate.C is incorrect. The information ratio evaluates the portfolio return relative to a benchmark. It will not measure the fund’s ability to meet the requirement of a short-term return in excess of the risk-free rate.
1.新主題常有嗎？怎么就可持續(xù)了？ 2.錯誤定價(jià)怎么不可持續(xù)了？價(jià)值投資不就是在找錯誤定價(jià)嘛？ 3.情緒投資是動量吧，這不是reawarded factor嘛，怎么就不可持續(xù)了？
百題 case AmericaFirst 第2問： B選項(xiàng)是不是也是high-net-worth的特點(diǎn) C選項(xiàng)，robo-advisor算不算tech use？
百題 case Chris Paul 第3問，我想問一下A為什么不對？
為什么有投資機(jī)會就是variable呢？annuity
課后選擇case Richard Lansky，第一問解析說FC是5000，不應(yīng)該是-62000嗎？liability不算FC嗎？
Teamwork Advisory, LLC_1 Case Scenario，這個(gè)沒有顯著不等于0是個(gè)怎么理解來著…
life insurance中的tax sheltered saving 的目的，沒有聽明白，可否詳細(xì)解釋一下？
estate tax和inheritance tax是只會征其中一個(gè)，還是可能收兩道？
這種trust是只能做慈善類的投資，還是和正常的投資機(jī)構(gòu)一樣追求return為主？（只是受益人沒了之后才會捐給慈善機(jī)構(gòu)）
為什么要扣除未來的支出，被保險(xiǎn)人死了以后，未來的消費(fèi)也要用保費(fèi)來cover 吧
這里最大損失是0是怎么能快速看出來的呢？
程寶問答
金程問答